EngageFT, Co-Founder & Chief Experience Officer
2017 - 2022  (acquired by OptimizeFT)

EngageFT delivered a swiftly deployable financial technology platform, empowering next-gen digital payment solutions and programs.

Business Impact

Corporate Branding

- Rebranded, implemented, and maintained the entire corporate brand.
- Designed and developed all marketing touchpoints, including the companies corporate website.
Overview of a micro-site for an advanced credit white-label program
Program & Product Offering Tiers

Defined and conceptualized the 3 levels of business value.
My Area of Responsibility

High-level areas I led across our platform.

Introduction & Goal
Joined as the inaugural product designer to establish a design-thinking culture and revamp end-user products. Goal: disrupt the industry with a user-centric approach.

Process & Experience

The Outcome

Highlighted Accomplishments:

An Example Case Study:
Established Program Improvements -
(Monthly performance improvements year-over-year.)

Specific Role Contributions

Business Development Visioning Decks

Showing the grouping strategy for program types and visualizing how they are configure per program.

Product Impact

A preview of a program vision deck I created to lock each partner in our business development phase.
Research and learnings...
Research and learnings...
Research and learnings...
An example of the flows and UI for enrollment that was custom per each program.
An example of the flows and UI for enrollment that was custom per each program.
Research and learnings...
Showing an example of the advanced tracking features designed specifically for our white-labeled Digital Challenger Bank Solution.

Team Impact

This was the developer portal for internal and external devs to reference our APIs.
We also designed and built a Program Configuration and Admin Portal so our partners could have full control to set and modify their own programs.
Once a program was live, we had a customer support portal that had scripted workflows for support and a full ticketing experience for internal and partners.
High-level view of the information architecture I designed for our Partner Admin Portal that used Role Base Access Controls (RBAC) - User Types, Roles, and Permissions.

User Impact